Probity Advisors, Inc. Portfolio Holdings
Probity Advisors, Inc.
- $515 Million
- Q3 2024
Probity Advisors, Inc. has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $515 Million distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Value ETF with a value of $51.8M, Ishares S&P 500 Growth ETF with a value of $48.2M, Ishares Tr with a value of $29.8M, Ishares S&P Smallcap 600 Value with a value of $21.7M, and Ishares S&P Small Cap 600 Grow with a value of $14.2M.
Examining the 13F form we can see an increase of $37.2M in the current position value, from $478M to 515M.
Probity Advisors, Inc. is based out at Dallas, TX
Below you can find more details about Probity Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 227
- Current Value $515 Million
- Prior Value $478 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 22 stocks
- Additional Purchases 89 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks